Arch CapitalACGL
About: Arch Capital Group Ltd is a Bermuda company which writes insurance and reinsurance with operations in Bermuda, the United States, Canada, Europe, Australia and United Kingdom. The business operates through three underwriting segments: insurance, reinsurance, and mortgage two operating segments: corporate and other. The insurance segment provides specialty risk solutions to client across a variety of industries. The reinsurance segment provides reinsurance services which cover property catastrophe, property, liability, marine, aviation and space, trade credit and surety, agriculture, accident, life and health, and political risk. The mortgage business provides risk management and risk financing products to the mortgage insurance sectors through platforms in the U.S., Europe and Bermuda.
Employees: 5,800
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
1.29% more ownership
Funds ownership: 88.88% [Q3] → 90.16% (+1.29%) [Q4]
5% more repeat investments, than reductions
Existing positions increased: 308 | Existing positions reduced: 293
0% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 100
4% less funds holding
Funds holding: 837 [Q3] → 800 (-37) [Q4]
16% less capital invested
Capital invested by funds: $37.3B [Q3] → $31.3B (-$5.97B) [Q4]
21% less call options, than puts
Call options by funds: $22.3M | Put options by funds: $28.3M
30% less funds holding in top 10
Funds holding in top 10: 23 [Q3] → 16 (-7) [Q4]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
UBS Brian Meredith 76% 1-year accuracy 19 / 25 met price target | 44%upside $127 | Buy Maintained | 18 Feb 2025 |
Morgan Stanley Michael Phillips 64% 1-year accuracy 9 / 14 met price target | 25%upside $110 | Overweight Maintained | 14 Feb 2025 |
Keefe, Bruyette & Woods Meyer Shields 62% 1-year accuracy 69 / 112 met price target | 28%upside $113 | Outperform Maintained | 13 Feb 2025 |
RBC Capital Scott Heleniak 73% 1-year accuracy 35 / 48 met price target | 25%upside $110 | Outperform Maintained | 12 Feb 2025 |
Wells Fargo Elyse Greenspan 68% 1-year accuracy 77 / 114 met price target | 20%upside $106 | Overweight Maintained | 12 Feb 2025 |
Financial journalist opinion
Based on 15 articles about ACGL published over the past 30 days
